First Name*

Last Name*

Primary Email*

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Phone Number

State Where Business Is Registered*

Type of Entity*

Year Business Was Started*

Do you have any business partners or shareholders?*

What industry are you in?*

Upload business documents (formation papers, prior returns, agreements, etc.) for review

What was your estimated gross income last year? *

Under $100k

$100–250k

$250–500k

$500k–$1M

$1M+

What was your estimated net profit?*

Are you currently paying yourself a salary?*

Do you currently track expenses or do bookkeeping?*

Can you provide a recent Profit & Loss statement?*

📤Upload your most recent P&L (monthly or annual).*

Do you issue 1099s to contractors?

Do you currently owe the IRS or any state agency?

If so, who do you owe and how much?

Have you filed all business returns for the past 2 years?

Have you received any IRS notices or audits in the last 3 years?

If so, upload any IRS notices or audits from the last 3 years

Do you have any past-due business or personal taxes?

If yes, please specify the type of taxes (business, payroll, personal) and approximate amount.

Do you currently have a tax advisor?

→ If yes, please describe the type of support you currently receive.

Are you looking for:

S-Corp Strategy

QBI Tax Savings

PTET (State-Level Tax Pass-Through)

Retirement Plan Setup

Bookkeeping Support

Audit-Proofing

All of the Above

Do you have a tax plan in writing?

What is your annual budget for advisory services?

How soon are you ready to start?

Are you willing to implement the strategies we recommend to achieve results?

What are your top 3 business or tax goals for the next 12 months, and why are these important to you?

What is your biggest challenge or frustration with taxes right now that you want solved once and for all?

If we created a tax plan that saves you money and protects your profits, how willing are you to follow through with the steps we recommend?

Is there anything else we should know before your strategy session that would help us prepare for your call?

✍️ Electronic Signature – Confirm Understanding

Qualification Review & Consent

✍️ Electronic Signature – Confirm Understanding

✅ Qualification & Consent

By signing below, I understand that this form will be reviewed by the Tax Deivas team to determine if my business qualifies for advanced tax advisory services.

I acknowledge and agree that:

This review is for qualification purposes only and does not guarantee acceptance.
The $250 strategy session fee is non-refundable and separate from any future advisory services.
This session is not a tax preparation or planning service, but a discovery process to evaluate fit.
My success will depend on my willingness to implement the strategies provided if accepted.

Sirnollia Beasley

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📊 Pre-Qualify for Tax Advisory – w/ Sirnollia

2 Your Details

⚠️ Pre-Qualify for Tax Advisory – w/ Sirnollia

✍️ Electronic Signature – Confirm Understanding

✅ Qualification & Consent

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